传媒行业动态跟踪：英伟达：Groq赋能推理算力

华福证券2025-12-30

（以下内容从华福证券《传媒行业动态跟踪：英伟达：Groq赋能推理算力》研报附件原文摘录）投资要点：一、事件背景：英伟达与AI推理芯片公司Groq战略合作12月24日，AI芯片初创公司Groq宣布与英伟达就推理技术达成非独家许可协议。根据协议，Groq创始人JonathanRoss、总裁SunnyMadra及核心团队将加入英伟达，共同推进授权技术的升级与规模化应用。Groq将继续作为独立公司运营，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230200643a48a4917&s=b><strong>华福证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从华福证券《传媒行业动态跟踪：英伟达：Groq赋能推理算力》研报附件原文摘录）投资要点：一、事件背景：英伟达与AI推理芯片公司Groq战略合作12月24日，AI芯片初创公司Groq宣布与英伟达就推理技术达成非独家许可协议。根据协议，Groq创始人JonathanRoss、总裁SunnyMadra及核心团队将加入英伟达，共同推进授权技术的升级与规模化应用。Groq将继续作为独立公司运营，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251230200643a48a4917&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0096362180.USD","symbol_name":"CT (LUX) I GLOBAL FOCUS \"DU\" 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power","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVDA":1.95,"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVDS":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDD":0.6},"content_text":"（以下内容从华福证券《传媒行业动态跟踪：英伟达：Groq赋能推理算力》研报附件原文摘录）投资要点：一、事件背景：英伟达与AI推理芯片公司Groq战略合作12月24日，AI芯片初创公司Groq宣布与英伟达就推理技术达成非独家许可协议。根据协议，Groq创始人JonathanRoss、总裁SunnyMadra及核心团队将加入英伟达，共同推进授权技术的升级与规模化应用。Groq将继续作为独立公司运营，SimonEdwards接任CEO职务，GroqCloud云服务保持正常运行。Groq商业化在2024年突破，已与Meta、主权AI达成合作。Groq创立于2016年，2024年8月、2025年2月和9月，Groq分别完成三轮融资，引入思科、三星、德国电信等产投。截至2024年9月，Groq已吸引超过200万开发者用户，并拿下多个重量级客户：与Meta合作运行Llama大模型，与沙特阿美达成15亿美元协议建设全球最大AI推理数据中心，成为加拿大贝尔主权AI网络的独家推理提供商。二、行业趋势：推理市场整体高速扩张推理算力需求高速增长。当前全球AI产业正从模型训练阶段迈入规模化推理落地的关键期，低延迟、高能效的推理算力成为核心刚需。国内外推理Tokens增长共振。海外侧，截至今年7月，谷歌月度处理Tokens达980万亿，相较5月翻倍；国内侧，截至今年12月豆包大模型日均调用量已经突破50万亿Tokens，较去年同期增长超过10倍。三、Groq技术价值：LPU+SRAM架构优化推理效果GroqLPU设计纲领为“为速度和精确度而生”。LPU采用编译期静态调度与确定性执行架构，从而在运行大型语言模型等推理任务时实现逐token的可预测、低延迟执行。据官网，LPU运行大型语言模型及其他主流模型的速度显著更快。Groq选择以片上SRAM作为核心存储。片上SRAM作为主要权重存储，显著降低了访问延迟，允许计算单元以全速拉入权重，通过将单层拆分到多个芯片实现张量并行。这种架构成为部署快速且可扩展推理的优势。Groq第二代LPU采用三星4nm工艺节点。Groq第一代LPU芯片采用GlobalFoundries14nm制程工艺节点，Groq第二代LPU采用三星(SF4X)制程工艺节点，在三星德州泰勒工厂制造。Groq两代芯片均未绑定台积电先进制程需求。四、投资建议看好国内外推理算力需求增长和相关产业链。国内端，建议关注晶圆厂和上游设备扩产需求。海外端，建议关注推理算力需求增长下带动的光模块、机柜组装代工需求增长。风险提示：大模型竞争激烈，大模型推理竞争激烈","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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